C&P from a DOD newsletter issued today:
Post-9/11 GI Bill Transferability
While the Post-9/11 GI Bill offers a very generous post-service education benefit, a special provision of the program allows career service members the opportunity to share their education benefits with immediate family members.
Allowing career service members to transfer their GI Bill benefits to family members has long been one of the most requested items among military family readiness and advocacy groups.
The rules for Post-9/11 GI Bill transferability are in the final stages, but have not been signed. The following information represents proposed policy, which is subject to change.
Eligible Individuals
Any member of the Armed Forces (active duty or Selected Reserve, officer or enlisted) on or after August 1, 2009, who is eligible for the Post-9/11 GI Bill, and
• Has at least 6 years of service in the Armed Forces on the date of election and agrees to serve 4 additional years in the Armed Forces from the date of election.
• Has at least 10 years of service in the Armed Forces (active duty and/or selected reserve) on the date of election, is precluded by either standard policy (service or DoD) or statute from committing to 4 additional years, and agrees to serve for the maximum amount of time allowed by such policy or statute, or
• Is or becomes retirement eligible during the period from August 1, 2009, through August 1, 2013. A service member is considered to be retirement eligible if he or she has completed 20 years of active duty or 20 qualifying years of reserve service.
• For those individuals eligible for retirement on August 1, 2009, no additional service is required.
• For those individuals who have an approved retirement date after August 1, 2009, and before July 1, 2010, no additional service is required.
• For those individuals eligible for retirement after August 1, 2009, and before August 1, 2010, 1 year of additional service after approval of transfer is required.
• For those individuals eligible for retirement on or after August 1, 2010, and before August 1, 2011, 2 years of additional service after approval of transfer are required.
• For those individuals eligible for retirement on or after August 1, 2011, and before August 1, 2012, 3 years of additional service after approval of transfer required.
Eligible Family Members
An individual approved to transfer an entitlement to educational assistance under this section may transfer the individual’s entitlement to:
• The individual’s spouse.
• One or more of the individual’s children.
• Any combination of spouse and child.
• A family member must be enrolled in the Defense Eligibility Enrollment
Reporting System (DEERS) and be eligible for benefits, at the time of transfer to receive transferred educational benefits.
• A child’s subsequent marriage will not affect his or her eligibility to receive the educational benefit; however, after an individual has designated a child as a transferee under this section, the individual retains the right to revoke or modify the transfer at any time.
• A subsequent divorce will not affect the transferee’s eligibility to receive
educational benefits; however, after an individual has designated a spouse as a transferee under this section, the eligible individual retains the right to revoke or modify the transfer at any time.
Nature of Transfer
An eligible Service member may transfer up to the total months of unused Post-9/11 GI Bill benefits, or the entire 36 months if the member has used none. Family member use of transferred educational benefits is subject to the following:
• Spouse:
• May start to use the benefit immediately.
• May use the benefit while the member remains in the Armed Forces or after separation from active duty.
• Is not eligible for the monthly stipend or books and supplies stipend while the member is serving on active duty.
• Can use the benefit for up to 15 years after the service member’s last
separation form active duty.
• Child:
• May start to use the benefit only after the individual making the transfer has completed at least 10 years of service in the Armed Forces.
• May use the benefit while the eligible individual remains in the Armed Forces or after separation from active duty.
• May not use the benefit until he/she has attained a secondary school diploma (or equivalency certificate), or reached 18 years of age.
• Is entitled to the monthly stipend and books and supplies stipend even though the eligible individual is on active duty.
• Is not subject to the 15-year delimiting date, but may not use the benefit after reaching 26 years of age.
April 28, 2009
